Semiconductor Industry

China allows limited Nvidia H200 shipments: Why is Beijing easing curbs?

China has allowed small batches of Nvidia's H200 AI chips into the country, easing restrictions as its leading AI firms seek more computing power to compete with US rivals

UP-Japan investment meet to focus on green hydrogen, semiconductor push

The meet will include a CEO Roundtable chaired by Chief Minister Yogi Adityanath and virtual groundbreaking for projects worth ₹3,191 crore

500-plus exhibitors, 290 companies to feature in Semicon India 2026

The three-day event will feature more than 500 exhibitors, over 290 international companies and delegations from more than 40 countries as India prepares for ISM 2.0

Rupee fall may reduce effective incentives for semiconductor projects

The impact could be significant because nearly 65% of the cost of a semiconductor project is spent on machinery, most of which has to be imported and paid for in dollars

India may get 5-8 more semiconductor plants in 7-8 years, says PM Modi

In his Independence Day address, the Prime Minister also said the government would train one crore youth in artificial intelligence skills over the next one year

Homegrown semiconductor startups raise $206 million since 2022: Report

Funding accelerated in 2026 despite fewer rounds, as investors backed mature chip ventures and government-supported companies attracted private and strategic capital

An Indian encore, for chips: Meity's semiconductor plan is just beginning

India is betting on Semicon 2.0 and a China+1 strategy to build a competitive semiconductor ecosystem, targeting mature-node chips and a larger share of global OSAT business

Sony, TSMC to invest $6.3 billion in next-gen image sensor microchips

A joint ‌venture owned about ​60% by Sony ​and 40% by TSMC will start commercial ​production as early as 2029 in southern Japan's Kumamoto prefecture

Uttar Pradesh Semiconductor Policy, 2024: Key features, incentives

The policy seeks to attract projects across semiconductor fabrication, compound semiconductors, silicon photonics, sensors, discrete semiconductors and assembly, testing, marking and packaging

SpaceX to build $16.8 billion chip plant in Texas, create over 3,000 jobs

Aerospace major SpaceX and electric vehicle maker Tesla are investing USD 16.8 billion to build 'Terafab', an advanced AI semiconductor complex in Texas, designed to narrow a looming gap in global chip supply, according to official statements. The first phase of the vertically integrated, 100-million-square-foot facility in Grimes County, Texas, will create at least 3,000 high-paying jobs for engineers, technicians, and plant operators, with future expansion phases expected to push total investment significantly higher, SpaceX said in a statement on its website on Thursday. "The Terafab is bringing cutting-edge manufacturing to America, creating thousands of high-paying jobs in the Lone Star State, and enabling us to produce AI chips at scale for use on Earth and in space," SpaceX Founder and CEO Elon Musk said in the statement. The mega facility aims to meet an anticipated requirement of over one terawatt of computing power for Musk's ventures. The plant will make, package, and tes

L&T Semiconductor goes local with chip backend, shifts OSAT to India

Tata Electronics among its partners; eyes break-even in two years

Govt raises semiconductor demand forecast 50% to $150 billion by 2030

India's semiconductor market already estimated at about $64 billion in 2026

ISM panel studying semicon chip security: Meity additional secretary

Amitesh Kumar Sinha said the committee's recommendations are likely within weeks after operational guidelines for the Rs 1.27 lakh crore ISM 2.0 are released

PM Modi lays foundation stone for ₹2,500 cr ASIP chip facility in Vizag

The Visakhapatnam OSAT facility, being developed with South Korea's APACT, will produce 96 million chips annually and create about 2,600 direct and indirect jobs

Samsung sees chip shortage extending to 2028, signs long-term supply deals

The world's largest memory chipmaker expects supply constraints to worsen through 2027 as demand from data centres drives record semiconductor profits

Qualcomm to raise chip prices, adding pressure on smartphone costs

Qualcomm has informed customers that it will raise chip prices by a double-digit percentage from September 1, citing higher supplier costs, a move that could make smartphones and other devices more ex

CXMT surges 466% in debut, becomes China's most valuable listed firm

The explosive debut ​crowned CXMT as China's most valuable listed company, overtaking banking giant Industrial and Commercial Bank of China, long the market's heavyweight

VCs may warm up to high-tech startups later this year, shows data

VC funding in Indian chip and space startups is gaining momentum in 2026, aided by government support despite cautious investor sentiment

Statsguru: Mobile phone exports thrive, but domestic value addition lags

India's electronics production is rising rapidly, but growing dependence on imported components continues to limit domestic value addition and widen the trade deficit

AMD sees compute market zooming to $2 trn by 2030, launches new products

Growing use of artificial intelligence (AI) across all spheres is set to take the overall market for compute infrastructure to USD 2 trillion by 2030 from USD 365 billion in 2025, global semiconductor major AMD said on Thursday. Eyeing the 40 per cent compounded annual growth in the market that it expects, the company unveiled a slew of products, including advanced microprocessors at its annual Advancing AI Summit here. Lisa Su, the Chairman and Chief Executive of the company that has been competing with bigger rival Nvidia, said AI had moved beyond chatbots to reasoning models and was now entering the era of agentic AI, where AI systems autonomously execute multi-step tasks, dramatically increasing demand for computing power. "AI is the most important technology of the last 50 years, and frankly, the progress that we're seeing in the industry is just incredible. Every few months, we see something new that was far beyond our imagination," Su said, adding that the industry was still